What departments does ClearEstate have?

ClearEstate has employees across 13 departments including Entrepreneurship, Product Management, Engineering, Operations, Finance.

What is the largest department at ClearEstate?

The largest department at ClearEstate is Customer Success with 8 employees.

Where are ClearEstate employees located globally?

ClearEstate has employees across 3 continents and 4 countries including India, France, Canada, United States Of America.

How has ClearEstate's team size changed over time?

ClearEstate's team has grown from approximately 92 to 93 employees based on available data.

ClearEstate Employee Directory

Q: Who are ClearEstate's key employees and leadership?

ClearEstate's key employees include: Co-Founder And Chief Executive Officer: D. P., Chief Product Officer: J. D., Chief Operations & Experience Officer: B. B., Chief Experience Officer: B. B., Vice President Finance & Administration: S. D.

Financial ServicesQuebec, Canada51-200 Employees

ClearEstate is a midsize financial services company based in Montreal, Quebec, specializing in estate planning and settlement. It provides end-to-end solutions, including online wills and professional executor services, supported by an intuitive platform and experienced estate professionals. From drafting plans to applying for probate and closing estates, the company aims to reduce complexity and ensure that a client's wishes are carried out with care. Its services target individuals planning an estate and executors managing settlements, helping families protect interests and preserve legacies. In October 2024, ClearEstate announced a strategic partnership with Investors Group to offer an estate planning solution to clients, with IG advisors collaborating with ClearEstate's team.

ClearEstate Global Highlights

North America
91

Canada
88
United States Of America
3

Asia
1

India
1

Europe
1

France
1

ClearEstate's Leadership

J. D.
Chief Product Officer
Mobile Phone
Email
B. B.
Chief Operations & Experience Officer
Mobile Phone
Email
B. B.
Chief Experience Officer
Mobile Phone
Email
S. D.
Vice President Finance & Administration
Mobile Phone
Email
S. H.
Head Of Estate Planning And Settlement Solutions
Mobile Phone
Email
P. P.
Head Of Legal & Compliance, Secretary Of The Board
Mobile Phone
Email
D. P.
Co-Founder And Chief Executive Officer
Mobile Phone
Email
A. G.
Co-Founder & Cro
Mobile Phone
Email

ClearEstate Employee Metrics

100%

50%

0%

2026

2025

Banking
Sales
Engineering
Product Management
Accounting
Other
Arts & Design

Contact profiles from ClearEstate

Name

Title

Contact

Location

Last Update

D. M.
Vice President, Partnerships & Distribution
Mobile Phone
Email
Canada, Ontario
Aug 26, 2026
P. P.
Head Of Legal & Compliance, Secretary Of The Board
Mobile Phone
Email
Canada
Aug 29, 2026
B. B.
Senior Director, Marketing
Mobile Phone
Email
Canada, Quebec
Aug 21, 2026
C. A. T.
Senior Director Of People, Talent And Culture
Mobile Phone
Email
Canada, Quebec
Aug 17, 2026
T. D. S. L.
Cx Director, Operations
Mobile Phone
Email
Canada
Jul 07, 2026
A. C.
Financial Controller
Mobile Phone
Email
Canada, Quebec
Apr 17, 2026
R. B.
Product Management Lead
Mobile Phone
Email
Canada, Quebec
Aug 27, 2026
J. F.
Manager, Sales
Mobile Phone
Email
Canada
Aug 21, 2026
D. M.
Marketing Automation Manager
Mobile Phone
Email
Canada
Jul 15, 2026
S. R.
Engineering Team Lead
Mobile Phone
Email
Canada, Ontario
Jun 28, 2026

Frequently Asked Questions

What is ClearEstate known for?

ClearEstate was founded in 2020 and operates in the Financial Services industry. Explore ClearEstate's company overview page for more information.

What is ClearEstate's most common email format?

ClearEstate employees' email format typically follows the pattern of First@clearestate.com. Trying to find reliable and up-to-date employee contact data? Find more ClearEstate email formats with LeadIQ.

How many employees does ClearEstate have currently?

ClearEstate has approximately 88 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are ClearEstate's key employees and leadership?

As of August 2026, ClearEstate's key employees include:

Chief Product Officer: J. D.
Chief Operations & Experience Officer: B. B.
Chief Experience Officer: B. B.
Vice President Finance & Administration: S. D.
Head Of Estate Planning And Settlement Solutions: S. H.

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ClearEstate Employee Directory

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